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Set up your first integration
Quickly connect Chatra to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Chatra with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Chatra
Setup an action from Salesforce
That’s it! You just connected Chatra to Salesforce
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Message in Conversation
Triggers when a new message is sent in a conversation by a visitor or an agent.
Try ItTriggerInstant - New Finished Conversation
Triggers when a conversation ends.
Try ItTriggerInstant - New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
- New Conversation
Triggers when a new conversation is started by a visitor or an agent.
Try ItTriggerInstant - New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling